See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $326,270 | $167,307+95.0% | $143,757+127.0% | $134,475+142.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -36.06% | 0.46%-36.5pp | -0.04%-36.0pp | 417.96%-454.0pp |
| Employer contribution / active EE | $5,521 | $5,619-1.7% | $4,951+11.5% | $4,740+16.5% |
| Participant deferral / active EE | $7,176 | $6,446+11.3% | $5,637+27.3% | $6,400+12.1% |
| Admin fee / account holder | $2,894 | $18,088-84.0% | $14,673-80.3% | $11,426-74.7% |